Configuration Administrator-Defined Filters

Overview

Beginning in 20A, administrators can define display filters for the Bill of Material lists. When enabled, administrators can use parts and product attributes to define filter conditions to display only relevant items.

Note: The Configuration Administrator-Defined Filter is only available for the JET Configuration UI.

When the Configuration Filter is enabled, administrators can add a filter to the Recommended Items page template to exclude irrelevant items for sales users.

For example: The Bill of Materials list in JET Configurator UI shows all the BOM items as a result of the BOM Mapping Rules. A subset of the BOM items in this list, though useful for downstream fulfillment systems, are considered internal to the customer and not relevant for the sales users.

Unfiltered Bill of Materials

After the Advanced Configuration Row Filters are defined and the Recommended Items page template is saved, all "Internal" type parts are excluded from the Bill of Material lists.

Filtered Bill of materials

Administration

ClosedCreate Administrator-Defined Filter

Complete the following steps to define a display filter for the Bill of Material lists.

  1. Navigate to the Admin page.
  2. Select Page Templates in the Styles and Templates section.
  3. Select Templates for the Recommended Items Page.
  4. Scroll to the bottom of the page and click Add Row.
  5. Define the filter criteria for the items to exclude from the display list.

    For example: "Part: Type = Internal" will hide all "Internal" type parts from the Bill of Material lists.

    Templates for Recommended Items Advanced Config Row Filters

  6. Click Save.


Notes

Refer to Commerce Filter Rules to filter items for the Commerce line Item Grid.

Related Topics

Related Topics Link IconSee Also